I rarely see it broken out, but in various markets (not just the USA) Tesla is making money on selling carbon credits from other car companies that aren't meeting the carbon goals. I've seen mention of $100M CARB credits in 2014, mentions of Fiat Chrysler avoiding $billions in fines by paying Tesla for their credits. The Tesla earnings call mentioned the income, but not the broken out line item totals.

So while it not be completely fair, at least Tesla is getting substantial financial contributions from the carbon producing ICE competitors.